Rekenthaler Report

How to Read a CPI Report

What investment professionals see.

Sequence Risk During Retirement

What every retiree should understand.

Index Funds Have Officially Won

Now what?

The Two Great Myths of Social Security Reform

How the debate about Social Security misses the mark.

Bonds Are Still Too Expensive

Their relative yields have become acceptable, but that’s not the whole story.

Should ESG Investing Be Criminalized?

The question, regrettably, is not a joke.

Beta Is Back

What does it take to prove an investment theory?

Covered-Call Funds: A Mystery Wrapped in an Enigma

These funds can perform well, but it’s hard to predict under what conditions.

Covered-Call Stock Funds Like JEPI Are Popular. Should They Be?

High distributions from these funds don’t tell the whole story.

Vanguard Got Bitcoin Right

Sometimes it’s best to just say no.

Skipping Your Morning Coffee Won’t Make You a Millionaire

As fables go, however, this one is relatively useful.

Stocks Have Not Always Beaten Bonds. Should You Care?

How relevant are the experiences of other countries and other eras?

Do Stocks Really Make Sense for the Long Run?

New research threatens the conventional wisdom.

Want to Lose Your Money? Listen to Millionaires.

Along with anybody else who attempts to forecast the investment future.

What Dave Ramsey and Suze Orman Can (and Cannot) Accomplish

Their advice suits workers better than retirees.

Why Stocks Have Astounded

The wondrous math of U.S. equities.

What Has Been Manhattan’s Return?

Assessing Peter Minuit’s fabled $24 investment.

Chinese Stocks: What Went Wrong

A bad start, then a missed opportunity.

3 Lessons from Stocks’ Round Trip

Equities are back where they started this time last year — sort of.

The Target-Date Fund Problem That Indexing Can’t Solve

There will always be asset allocation losers (and winners).

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